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Get Institutions for : 
Engine No 1 Transform 500 Etf (VOTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    10
Total shares held : 
 7,844,162  
% of shares held : 
 8.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 1,057,492  
% of shares held change : 
   1.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 128,328
 1.64%
 
Increased Positions :
17
 1,171,090
 14.93%
 
Unchanged Positions :
18
 197,125
 2.51%
 
Decreased Positions :
13
-179,234
-2.28%
 
Closed Positions :
3
-62,692
-0.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 264 *New 2023-09-30 103,209 $5,148,000 103,209
   TOWER RESEARCH CAPITAL LLC 766 *New 2023-12-31 20,871 $1,161,000 20,871
   Kestra Advisory Services LLC 1504 *New 2023-12-31 9,249 $514,000 9,249
   Atria Wealth Solutions Inc. 1546 *New 2023-12-31 4,866 $271,000 4,866
   Capasso Planning Partners LLC 95 *New 2024-03-31 4,134 $253,000 4,134
   TWO SIGMA INVESTMENTS LLC 2636 *New 2023-12-31 4,200 $234,000 4,200
   ENVESTNET ASSET MANAGEMENT INC 3722 *New 2023-12-31 4,185 $233,000 4,185
   Buckingham Strategic Partners 389 *New 2023-12-31 3,707 $206,000 3,707
   Atlantic Trust Group LLC 1431 *New 2024-03-31 1,488 $91,000 1,488
   Fairman Group LLC 131 *New 2024-03-31 332 $20,000 332
   MATHER GROUP, INC. 1182 *New 2024-03-31 200 $11,000 200
   FMR LLC 4264 *New 2023-12-31 89 $5,000 89
   Trust Co 338 *New 2024-03-31 7 $0 7
  13 Records found
  1    
  Page 1 of 1
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